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GoalVest Advisory’s Kyndryl KD Stock Holding History

GoalVest Advisory’s Portfolio KD Stock Details KD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9
Closed -$118 – 538
2026
Q1 		$118 Hold
9
– – ﹤0.01% 442
2025
Q4 		$239 Hold
9
– – ﹤0.01% 509
2025
Q3 		$270 Hold
9
– – ﹤0.01% 398
2025
Q2 		$378 Hold
9
– – ﹤0.01% 352
2025
Q1 		$283 Hold
9
– – ﹤0.01% 413
2024
Q4 		$311 Hold
9
– – ﹤0.01% 371
2024
Q3 		$207 Hold
9
– – ﹤0.01% 369
2024
Q2 		$237 Hold
9
– – ﹤0.01% 309
2024
Q1 		$196 Buy
+9
New +$191 ﹤0.01% 401

Other funds holding KD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GoalVest Advisory's KD Position: Q2 2026 in Review

GoalVest Advisory sold out of Kyndryl (KD) in Q2 2026, closing a stake of 9 shares — an estimated $118 sold.

GoalVest Advisory first reported a position in KD in Q1 2024 and held it in 9 quarters. The position peaked at $378 in Q2 2025. 673 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • GoalVest Advisory reported no remaining Kyndryl position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 9 Kyndryl shares in Q2 2026, an estimated $118.
  • GoalVest Advisory first reported a position in Kyndryl in Q1 2024 and held it in 9 quarters.
  • GoalVest Advisory's Kyndryl position peaked at $378 in Q2 2025.
  • 673 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.